The following is excerpted from the question-and-answer section of the transcript.
(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)
Question: Shaun Robert Cousins - UBS Investment Bank, Research Division - Analyst
: Just a question in regards to the first 6 weeks. You've highlighted that hotel and retail are both sort of down. You also noted that the traffic issues
eased into February. Are you seeing sort of February get to positive now or flat? I'm just curious in terms of how much of the easing of those sort
of traffic issues because of Omicron have actually left the business or are they still hanging around in place?
Question: Shaun Robert Cousins - UBS Investment Bank, Research Division - Analyst
: Right, okay. And then maybe just more broadly on sort of reopening. Tabcorp's indicated that they're starting to see sort of cash business -- cash
flow going to come back sort of quite strongly to sort of 90% of pre-COVID levels. I mean as you're seeing pubs reopen, and maybe with reference
to what went on in the first half when you did get that sort of false down, where did gaming levels get to? I mean are you getting to a stage where
gaming, just given that's quite important to the profitability of the hotels, did you get gaming levels back to where they were pre-COVID in those
venues that were -- in drawing a reopening tailwind?
Question: Thomas Kierath - Barrenjoey Markets Pty Limited, Research Division - Analyst
: Just a question on Pinnacle Drinks. You talked through the growth rates that you experienced there in the retail business in comparison to like the
third-party brands that you sell. And I wonder whether -- just given the stock shortages, whether you're able to kind of replenish more of the stores
with your own product, which supported the margins in the half.
Question: Thomas Kierath - Barrenjoey Markets Pty Limited, Research Division - Analyst
: And just the growth rates, are you able to comment on the growth rate of your kind of own brands versus the proprietary brands?
Question: Ross Curran - Macquarie Research - Analyst
: Sorry, can I just go back to Dave's question earlier on around the elevated costs that sort of Woolies called out on the distribution channels and
how you managed to avoid it. Can you give us a bit of a feel for just how your network is different from theirs and how you didn't see the spike in
DC costs that some others did?
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